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Last modified by caterina on 2025/06/27 12:15
From version 7.1
edited by caterina
on 2022/02/04 15:52
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/12/06 15:44
Change comment: There is no comment for this version

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1 -Bulk Operation - How to Perform a Batch Status Change
1 +Bulk Operation - How to Perform a Batch Status Change (v12.x)
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 -This lesson describes how to use the Bulk Operation tool in the ONEcount USER OPERATIONS module to apply a batch status change to change the product status of a batch of subscribers to a particular product.
4 + This lesson describes how to use the Bulk Operation tool in the ONEcount USER OPERATIONS module to apply a batch status change to change the product status of a batch of subscribers to a particular product.
8 8  
9 9  Product Statuses are created in the "Product Status" sub-menu in the INVENTORY module.
10 10  
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14 14  
15 15  === OPENING THE BULK OPERATION WINDOW ===
16 16  
17 -=== Select Data Management from the Main Menu. ===
14 +=== Select USER OPERATIONS from the Main Menu. ===
18 18  
19 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 3.png||thumbnail="true" height="250"]]
16 +[[image:attach:media_1443560722058.png||align="center"]]
20 20  
21 -=== Select "Bulk Operations" from the USER OPERATIONS sub-menu. ===
18 +=== Select "Bulk Operation" from the USER OPERATIONS sub-menu. ===
22 22  
23 -\\
20 +[[image:attach:media_1443560770933.png||align="center"]]
24 24  
25 -[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy 7.png||thumbnail="true" height="250"]]
26 -
27 27  This will open the Bulk Operation main window, as shown below.
28 28  
29 29  === Bulk Operation Main Window ===
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38 38  
39 39  (% style="color: rgb(0,0,0);" %)**4** - (%%)Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.
40 40  
41 -(% style="color: rgb(0,0,0);" %)**5 **-(%%) Select the Product(Term) that the Status Change, Product Change, Unsubscribe/kill, or Subscribe applies to. If Product Change is selected, "Select the product(Term)" will change to "Select the Product(Term)[FROM} and another box "Select the Product (Term)[[TO>>doc:TO]] will be added. See details on Product Change below.
36 +(% style="color: rgb(0,0,0);" %)**5 **-(%%) Select the Product(Term) that the Status Change, Product Change, Unsubscribe/kill, or Subscribe applies to. If Product Change is selected, "Select the product(Term)" will change to "Select the Product(Term)[FROM} and another box "Select the Product (Term)[[doc:TO]] will be added. See details on Product Change below.
42 42  
43 43  === PERFORMING A BATCH STATUS CHANGE ===
44 44  
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120 120  
121 121  {{id name="End ScreenSteps Content"/}}
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124 -{{layout-cell}}
125 -{{panel title="Search All Documentation:"}}
126 -
127 -
128 -{{livesearch/}}
129 -{{/panel}}
130 -
131 -{{panel title="Search USER OPERATIONS Documentation:"}}
132 -
133 -
134 -{{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
135 -{{/panel}}
136 -
137 -{{panel title="More USER OPERATIONS Documentation"}}
138 -{{expand}}
139 - **Add Users
140 -**
141 -
142 -(% style="margin-left: 60.0px;" %)
143 -
144 -
145 -(% style="margin-left: 60.0px;" %)
146 -[[Preparing for Data Import>>doc:Getting Started - Preparing for Data Import]]
147 -
148 -(% style="margin-left: 60.0px;" %)
149 -[[doc:Pre-Import Checklist]]
150 -
151 -(% style="margin-left: 60.0px;" %)
152 -
153 -
154 -(% style="margin-left: 60.0px;" %)
155 -[[How to Create an Import Mapping Template>>doc:Import - How to Create an Import Mapping Template]]
156 -
157 -(% style="margin-left: 60.0px;" %)
158 -[[How to Use an Import Mapping Template>>doc:Import - How to Use an Import Mapping Template]]
159 -
160 -(% style="margin-left: 60.0px;" %)
161 -[[doc:Add Audience]]
162 -
163 -(% style="margin-left: 30.0px;" %)
164 -**Batch Operations**
165 -
166 -(% style="margin-left: 60.0px;" %)
167 -[[doc:Bulk Operation - How to Perform a Batch Delete]]
168 -
169 -(% style="margin-left: 60.0px;" %)
170 -[[doc:Bulk Operation - How to Perform a Batch Product Change]]
171 -
172 -(% style="margin-left: 60.0px;" %)
173 -
174 -
175 -(% style="margin-left: 60.0px;" %)
176 -[[Bulk Operation - How to Perform a Batch Suscribe>>doc:Bulk Operation - How to Perform a Batch Subscribe]]
177 -
178 -(% style="margin-left: 60.0px;" %)
179 -[[Bulk Operation - How to Perform a Batch Unsubscribe>>doc:Bulk Operation - How to Perform a Batch UnsubscribeKill]]
180 -
181 -(% style="margin-left: 60.0px;" %)
182 -[[Bulk Operation - How to Perform a Merge of Duplicate Users>>doc:Bulk Operation - How to Perform a Bulk Merge of Duplicate Users]]
183 -
184 -(% style="margin-left: 30.0px;" %)
185 -**Target Audience Segments**
186 -
187 -(% style="margin-left: 60.0px;" %)
188 -(% style="color: rgb(0,51,102);" %) [[ Target Engine >>doc:Segment Manager]]__
189 -__
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Confluence.Code.ConfluencePageClass[0]
id
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1 -62521370
1 +66926
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/62521370/Bulk Operation - How to Perform a Batch Status Change
1 +https://info.onecount.net//wiki/spaces/OD/pages/66926/Bulk Operation - How to Perform a Batch Status Change (v12.x)